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ENDURING ROLLOVER AUTHORITY REQUEST McDowell Financial Services Limited (Trustee) ABN 55 010 810 607, ADSL 237628, RSE L0000888 NEWS Super Plan, comprised of: N EOS Super Plan, a division of the Max
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How to fill out enduring rollover authority request

01
Obtain the enduring rollover authority request form from the appropriate authority or website.
02
Fill out the personal information section, including your name, address, and contact details.
03
Provide the necessary details about the financial institution where the rollover funds are currently held.
04
Indicate whether you want a full or partial rollover and specify the amount or percentage to be transferred.
05
If applicable, provide instructions for the investment options or accounts where the funds should be transferred.
06
Review the completed form and ensure all the information provided is accurate and complete.
07
Sign and date the form.
08
Submit the filled-out enduring rollover authority request form to the appropriate authority or financial institution.

Who needs enduring rollover authority request?

01
Individuals who have a superannuation fund or retirement savings account and wish to transfer their funds from one financial institution to another can benefit from an enduring rollover authority request. This request allows them to authorize the transfer of their superannuation benefits without needing to contact their previous financial institution directly.
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The enduring rollover authority request allows an individual to designate beneficiaries for their retirement accounts.
Any individual with retirement accounts who wants to designate beneficiaries should file an enduring rollover authority request.
The enduring rollover authority request can typically be filled out online through the individual's retirement account provider.
The purpose of the enduring rollover authority request is to ensure that the individual's retirement account assets are distributed according to their wishes upon their death.
The enduring rollover authority request typically requires information such as the names of beneficiaries, their relationship to the account holder, and the percentage of assets each beneficiary should receive.
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